Beacon Pointe Advisors has introduced three recent registered investment advisor (RIA) acquisitions, resulting in approximately $62 billion in total firm assets under advisement (AUA). These acquisitions consist of Financial Planning Solutions, LLC, Voyager Wealth Management, and InvestmentHunter Wealth Services.
Built as a planning-first, fiduciary firm, Financial Planning Solutions, LLC, which serves the greater New England area, helps clients navigate complex financial decisions during major life transitions, advising approximately $350M in client assets.
Partner and Managing Director, Rick Fingerman, CFP, CDFA, says, “Partnering with Beacon Pointe Advisors relieved us of many of the day-to-day back-office responsibilities and, more importantly, allowed us to leverage their expertise and technology. This has given us more time to focus on our clients—why we first got into this business decades ago. Their national presence and high-caliber team also provide confidence that our team here in Newton will be well supported for years to come. After nearly two years of searching for a like-minded, client-focused firm, we are pleased to say Beacon Pointe checked every box.”
Based in Lake Geneva, WI, Voyager Wealth Management is a fiduciary advisory firm overseeing approximately $229M in client assets. The firm has an advisory team of four and incorporates scenario analysis and long-term financial modeling to inform retirement and distribution decisions. Partner and Managing Director, Robert Anderson, expands further, “Joining Beacon Pointe allows us to maintain the personal, community-focused feel our clients value while remaining their primary advisory team. This transition provides a seamless extension of our office, giving our clients access to a much deeper bench of experts and resources while we continue to lead every relationship with the same care and culture they’ve always known.”
Since its founding in Argyle, TX, in 2008, InvestmentHunter Wealth Services is a husband-and-wife-owned advisory firm with $153 million in assets under management (AUM). Its services include retirement strategy, tax and estate coordination, insurance considerations, and portfolio management. Senior Wealth Advisor, Hunter Hardy, CFP states, “Not only will this provide us additional services and products that come with Beacon Pointe scalability and comprehensive wealth management offerings, but this will also provide additional resources for our clients over the long term. We see this as a great fit from a product, service, cultural, and transitional perspective, giving us additional time to focus on our clients and focus on the things that are most important to us. We are very excited about the future.”
The acquisition of Financial Planning Solutions, LLC, formally closed on December 31, 2025. DeVoe & Co. served as advisor to the Financial Planning Solutions, LLC transaction. The acquisition of Voyager Wealth Management formally closed on November 15, 2025.
The acquisition of InvestmentHunter Wealth Services formally closed on December 31, 2025. Bridgemark Strategies served as advisor to the InvestmentHunter Wealth Services transaction. With these transactions, Beacon Pointe Advisors now oversees approximately $62 billion in client assets under advisement, supported by more than 750 team members across over 90 offices nationwide.